WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.5M
3
+$880K
4
TSE icon
Trinseo
TSE
+$387K
5
OPI
Office Properties Income Trust
OPI
+$236K

Top Sells

1
+$797K
2
+$345K
3
+$325K
4
GOV
Government Properties Income Trust
GOV
+$280K
5
PBI icon
Pitney Bowes
PBI
+$261K

Sector Composition

1 Industrials 36.12%
2 Consumer Discretionary 23.11%
3 Energy 15.42%
4 Materials 13.44%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.01%
75,931
-2,700
27
$1.25M 0.95%
97,676
+2,050
28
$1.16M 0.88%
26,914
-200
29
$1.11M 0.85%
16,897
-200
30
$1.01M 0.77%
187,294
-31,700
31
$831K 0.63%
15,109
32
$794K 0.6%
50,442
-5,800
33
$789K 0.6%
9,069
34
$700K 0.53%
21,875
-230
35
$601K 0.46%
10,011
-67
36
$592K 0.45%
84,631
-1,600
37
$555K 0.42%
18,193
-100
38
$508K 0.39%
36,300
-1,600
39
$502K 0.38%
5,575
-199
40
$461K 0.35%
41,948
-6,400
41
$436K 0.33%
26,431
-2,700
42
$427K 0.32%
14,249
-100
43
$328K 0.25%
4,659
44
$315K 0.24%
9,842
45
$312K 0.24%
3,900
-100
46
$302K 0.23%
9,758
-270
47
$289K 0.22%
15,400
48
$288K 0.22%
4,500
49
$270K 0.21%
31,771
50
$247K 0.19%
3,315
1
2
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